Overview
Assets Under Management: $632 million
High-Net-Worth Clients: 28
Average Client Assets: $23 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $23 million
Total Client Accounts: 35
Discretionary Accounts: 35
Regulatory Filings
CRD Number: 328021
Last Filing Date: 2025-02-13 00:00:00